Smaller companies rallied and outperformed the mid- and large-cap asset categories after President-elect Donald Trump hinted at an increased administrative focus on the domestic economy. The recent strength in the U.S. dollar also lowered the outlook on U.S. exports and revenue for large-cap companies with a bigger international footprint.

The markets also targeted specific sectors in response to the Trump win. For instance, the Financial Select Sector SPDR (NYSEArca: XLF) added $4.4 billion over the past week as traders bet that Trump could roll back some of the harsher restrictions placed on banks due to Dodd-Frank.